See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,621 | $93,071+115.6% | $74,583+169.0% | $273,961-26.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.50% | 26.18%-18.7pp | 20.47%-13.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $16,910 | $3,160+435.2% | $2,525+569.7% | $4,869+247.3% |
| Participant deferral / active EE | $7,055 | $4,160+69.6% | $3,458+104.0% | $5,287+33.4% |
| Admin fee / account holder | $47,122 | $5,272+793.7% | $4,138+1038.8% | $10,132+365.1% |